Docusign Standardization Workgroup

Appointed by Provost and Executive Vice Chancellor Mary Croughan, the Docusign Standardization Workgroup is charged with developing a comprehensive implementation plan for the enterprise-wide Docusign standardization.

Background  |  Goals  |  Timeline  |  Workgroup Members

Current Status & Updates

  • The Docusign needs assessment survey is available to members of the administrative community and authorized Docusign representatives through November 6, 2026. 

 

Background

Docusign is a digital transaction management and electronic signature platform that allows individuals and institutions to sign, send, and manage documents electronically. While Docusign is available throughout UC Davis, it is not used consistently across units and departments. 

Standardizing the use of Docusign across campus was one of the recommendations of the Sustaining Teaching and Research Task Force for improving campus support services.  

Goals

  • Develop an Enterprise Adoption Strategy

  • Assess current tools used to legally sign, send, and manage digital documents and contracts and identify opportunities to standardize administrative processes via Docusign.

    Recommend governance, policies, implementation priorities, and any necessary exceptions.

  • Evaluate Advanced Capabilities and Platform Opportunities

  • Assess the business value, costs, and implementation requirements for Generative Forms and Intelligent Agreement Management. 

    Evaluate opportunities for consolidation and shared administration across UC Davis and UC Davis Health.

  • Develop Change Management, Communication and Training Plans

  • Develop an organizational change management plan addressing stakeholder impact, readiness, and measurable adoption. 

    Create a campus-wide communication strategy. 

    Recommend training, job aids and support resources to drive adoption.

  • Prepare an Implementation Roadmap 

  • Develop a phased implementation plan, including resource requirements, estimated costs, risks, success metrics, and timelines for rollout. 

Timeline

  • July 2026
    • Provost Croughan approves START recommendation and charges the workgroup

  • October 2026
    • Needs assessment survey launched

  • December 2026
    • Comprehensive implementation plan due

Workgroup Members

  • Aisha Jackson, Chief Information and Digital Strategy Executive (co-chair)
  • Jeremy Phillips, Executive Director of Information Technology, College of Letters and Science (co-chair)
  • Deb Johnson, Executive Director of Recreation and Well-Being, Campus Recreation
  • John King, Executive Director of Analysis and Policy, Graduate Studies
  • Brian McEligot, Executive Assistant Dean, College of Agricultural and Environmental Sciences
  • Anita Nichols, Executive Director of Client Success, Information and Educational Technology
  • Kim Stephens, Project Manager, Administrative Innovation and Technology

Page last updated: October 22, 2026